Equities

Its merger with OppenheimerFunds offers a way around the Vanguards of the world, but investors have reason to worry. Plus there’s a muni bond twist.

If the House flips to the Democrats—a likely scenario—investors may want to add some infrastructure stocks to their portfolio, says the CIO of the EventShares U.S. Policy Alpha ETF, a thematic fund driven by government policies.

The inverse correlation of U.S. bonds andequities has evaporated.

All it takes to see it is a long look in the mirror.

Understanding macro factors should improve allocation and risk decisions.

BNY Mellon’s Lockwood Advisors nearly doubled the number of strategists and portfolios available to advisors.